Ruth Augustin P.L
Caledon,ON
Summary
Resourceful Transfer Agent known for high productivity and efficient task completion. Bring specialized skills in client communication, Data Entry, regulatory compliance, and transaction management. Excel using critical thinking, problem-solving, and adaptability to navigate complex transactions and ensure client satisfaction. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
13
13
years of professional experience
Work History
Bilingual Transfer Agent
Computershare
11.2021 - Current
- Processed shareholder inquiries and resolved account discrepancies efficiently.
- Maintained accurate records of shareholder transactions and account details regularly.
- Assisted in managing dividend distributions for various client portfolios on time.
- Reviewed documentation to ensure compliance with regulatory requirements consistently.
- Communicated with clients regarding account updates and transfer status clearly.
- Processed requests for dividend payments, corporate actions, and other events impacting customer accounts.
- Investigated returned items such as bounced checks or rejected wires due to insufficient funds or incorrect information provided by customers.
- Reviewed customer information for accuracy before processing transactions.
- Conducted daily transfers and settlements of securities transactions.
- Updated client profiles in the system when necessary to ensure accurate record-keeping.
- Monitored customer accounts for changes in ownership or address information due to mergers, acquisitions, or reorganizations.
- Discussed client financial options to keep customers informed regarding transactions.
Bilingual Customer Agent
AnswerNet
Caledon, Ontario
08.2021 - 08.2025
- Assisted customers with inquiries in English and Spanish.
- Resolved issues efficiently through active listening and problem-solving skills.
- Handled high call volumes while maintaining a professional demeanor.
- Responded to customer queries via phone, email, or chat, professionally.
- Demonstrated strong problem-solving skills in order to resolve complex situations.
Billing Processor
Metro
07.2021 - 09.2021
- Processed customer billing statements accurately and efficiently.
- Reviewed account discrepancies to ensure billing accuracy.
- Maintained detailed records of transactions in billing software.
- Verified accuracy of billing data and modified information as necessary.
Special Project Director's Assistant
HB.SA
01.2015 - 01.2020
- Developed and managed project plans to align with strategic goals.
- Managed budgets and resources to optimize project efficiency.
- Implemented risk management strategies to mitigate potential issues.
Bilingual Executive Administrator / Relief Director
BM (NGO)
01.2013 - 01.2015
- Managed scheduling and calendar coordination for senior leadership.
- Facilitated communication between departments and external stakeholders.
- Organized meetings, prepared agendas, and recorded minutes for discussions.
- Maintained filing systems and handled confidential information securely.
- Supported budget management through expense tracking and reporting.
Education
Nursing
ISHEPAC
Port-au-Prince,Haiti 08-2022
CERTIFICATE - HUMAN RESOURCES
ACFS INSTITUTE
06-2022
DIPLOMA - BUSINESS MANAGEMENT
CRAAN LEARNING CENTRE
07-2019
CERTIFICATE -
NATIONAL WOMAN BUSINESS ACADEMY
Skills
- Shareholder inquiries
- Data entry
- Compliance review
- Dividend processing
- Record maintenance
- Securities settlement
- Client relationship management
- Data analysis
- Problem solving
- Active listening
- Attention to detail
- Bilingual communication
- Time management
- Banking procedures
- Payment systems
- Trading strategization
- Microsoft office
- Transaction processing
- Customer service
- Reliability
- Professionalism
References
AVAILABLE UPON REQUEST
Languages
French
Native/ Bilingual
English
Professional
creole
Native/ Bilingual
Timeline
Bilingual Transfer Agent
Computershare
11.2021 - Current
Bilingual Customer Agent
AnswerNet
08.2021 - 08.2025
Billing Processor
Metro
07.2021 - 09.2021
Special Project Director's Assistant
HB.SA
01.2015 - 01.2020
Bilingual Executive Administrator / Relief Director
BM (NGO)
01.2013 - 01.2015
Nursing
ISHEPAC
CERTIFICATE - HUMAN RESOURCES
ACFS INSTITUTE
DIPLOMA - BUSINESS MANAGEMENT
CRAAN LEARNING CENTRE
CERTIFICATE -
NATIONAL WOMAN BUSINESS ACADEMY